Institutional Ownership Spdr S&P 400 Mid Cap Growth Et (MDYG)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Growth Et (MDYG). We have compiled data on the 413 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
107,595
shares
|
$8.54 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
95,478
shares
|
$7.58 Million
4.41% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
92,613
shares
|
$7.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
91,546
shares
|
$7.27 Million
0.56% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
89,218
shares
|
$7.08 Million
0.09% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
80,798
shares
|
$6.41 Million
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
79,299
shares
|
$6.3 Million
1.76% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
79,042
shares
|
$6.28 Million
1.51% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
77,278
shares
|
$6.14 Million
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
73,023
shares
|
$5.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
70,910
shares
|
$5.63 Million
0.97% of portfolio
|
Q2 2024
Reduced 34.15%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
70,562
shares
|
$5.6 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
70,045
shares
|
$5.56 Million
0.88% of portfolio
|
Q4 2024
Added 22.6%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
65,503
shares
|
$5.2 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
64,250
shares
|
$5.1 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
64,238
shares
|
$5.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
63,932
shares
|
$5.08 Million
0.02% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
59,309
shares
|
$4.71 Million
4.04% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
57,803
shares
|
$4.59 Million
1.27% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
56,167
shares
|
$4.46 Million
2.49% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
55,278
shares
|
$4.39 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
55,245
shares
|
$4.39 Million
0.79% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
51,676
shares
|
$4.1 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
50,697
shares
|
$4.02 Million
0.16% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
48,401
shares
|
$3.84 Million
0.06% of portfolio
|
Q4 2024
Added 7.75%
|